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Schwab U.S Small- Cap ETF
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Overview Fund Activity

940 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 398 increasing their positions, 345 reducing their positions, and 60 closing their positions.

Holders
940
Holders Change
-15
Holders Change %
-1.57%
% of All Funds
14.99%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
0.96%
New
57
Increased
398
Reduced
345
Closed
60
Calls
$2.08M
Puts
$298K
Net Calls
+$1.78M
Net Calls Change
-$747K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.06B
2
Cerity Partners
2
Cerity Partners
New York
$81.2M
3
SIS
3
Strategic Investment Solutions
Illinois
$43.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.4M
5
Creative Planning
5
Creative Planning
Kansas
$101M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$449M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$65M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.6M
4
AG
4
Appleton Group
Wisconsin
$598K
5
HP
5
Hilltop Partners
Indiana
$1.29M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.06B 73,795,694 +1,507,066 +2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$449M 10,828,146 -940,986 -8%
Bank of America
3
Bank of America
North Carolina
$390M 9,409,640 +49,975 +0.5%
Charles Schwab
4
Charles Schwab
California
$372M 8,983,350 +322,503 +4%
SEI Investments
5
SEI Investments
Pennsylvania
$315M 7,614,345 +51,732 +0.7%
Goldman Sachs
6
Goldman Sachs
New York
$143M 3,446,246 +80,299 +2%
Financial Engines Advisors
7
Financial Engines Advisors
California
$111M 2,676,189 -44,170 -2%
Creative Planning
8
Creative Planning
Kansas
$101M 2,444,406 +584,906 +31%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$97.5M 2,354,292 -16,585 -0.7%
AA
10
Advisory Alpha
Michigan
$82.9M 2,001,801 +160,673 +9%
Cerity Partners
11
Cerity Partners
New York
$81.2M 1,960,397 +1,352,277 +222%
UBS Group
12
UBS Group
Switzerland
$73.5M 1,775,007 +56,819 +3%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$69.4M 1,674,871 +866,569 +107%
Osaic Holdings
14
Osaic Holdings
Arizona
$65M 1,568,620 -460,607 -23%
Mariner
15
Mariner
Kansas
$62.7M 1,512,607 +32,494 +2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$59.6M 1,438,254 -58,755 -4%
HighTower Advisors
17
HighTower Advisors
Illinois
$54.7M 1,322,348 +33,049 +3%
MW
18
Marcum Wealth
Ohio
$50M 1,207,290 -24,447 -2%
Ameriprise
19
Ameriprise
Minnesota
$50M 1,205,942 +111,813 +10%
SC
20
Savant Capital
Illinois
$49.6M 1,197,447 +43,399 +4%
LPL Financial
21
LPL Financial
California
$48M 1,158,586 +42,011 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$46M 1,110,637 +30,799 +3%
SIS
23
Strategic Investment Solutions
Illinois
$43.6M 993,912 +978,827 +6,489%
Morgan Stanley
24
Morgan Stanley
New York
$42M 1,014,779 +34,478 +4%
FA
25
Financial Advisors
Massachusetts
$40.8M 984,705 +17,754 +2%
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